REDWOOD FINANCIAL NETWORK
Firm details
- Headquarters
- SOLON, Ohio
- CRD number
- 157834
- Registered since
- April 28, 2014
- Website
- www.redwoodfn.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI69.61%
- Individuals28.8%
- Pension & Profit Sharing Plans1.56%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Redwood Financial Network is an independent registered investment adviser organized as a corporation and SEC-registered since 2014. The firm is owned by an individual and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selecting other advisers. Redwood also operates as an insurance broker and is affiliated with an insurance company. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities23%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents6%
- State & Local Bonds2%
Contacts
3 of 8ANNE-CATHERINE VINICKAS
Wealth AdvisorCRD 4893821
SUNWOOK JIN
Managing DirectorCRD 3224530
DAN KOPCAK
Wealth AdvisorCRD 6573080
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 148Active vs passive
$183M in ETFs
86%
$158M
11%
$25M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $10.2M | 129,099 | 5.59% |
Location
SOLON, OH
CUYAHOGA
Location
SOLON, OH
Headquartered in SOLON, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 30285 Bruce Industrial Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ALPHA PLANNING AND FINANCIAL SERVICES, INC.
RIASOLON, OH
KIPLINGER WEALTH ADVISORS
RIASPRINGBORO, OH
RIDGELINE WEALTH PLANNING LLC
RIACENTERVILLE, OH
SHAKER INVESTMENTS
RIABEACHWOOD, OH
SCHEAR INVESTMENT ADVISERS, LLC
RIABLUE ASH, OH
HARDY & HARDY CO LLC
RIALIMA, OH